Institutional Fund
Baron Wealth Management LLC
Troy, MICIK 19685075 filings on record
Portfolio Value
$334.41M
Q1 2026
Holdings
279
Reported positions
New Buys
44
Opened this quarter
QoQ Change
+3.1%
from $324.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.1%
- Franklin Templeton ETF Tr8.8%
- Mfs Active Exchange Traded F8.7%
- Ishares Tr6.4%
- Apple Inc4.3%
- Snap On Inc2.7%
- Other53.1%
Portfolio Holdings
279 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 280.7K | $53.85M | 16.1% | −3.8K | Reduced |
| 2 | Franklin Templeton ETF Tr | 739.6K | $29.45M | 8.8% | +12.7K | Added |
| 3 | Mfs Active Exchange Traded F | 974.4K | $28.96M | 8.7% | −3.6K | Reduced |
| 4 | Ishares Tr | 172.2K | $21.41M | 6.4% | −18.6K | Reduced |
| 5 | Apple Inc | 56.9K | $14.43M | 4.3% | +20.2K | Added |
| 6 | Snap On Inc | 24.4K | $8.88M | 2.7% | +493 | Added |
| 7 | First Tr Exchange-Traded Fd | 187.9K | $7.41M | 2.2% | +22.1K | Added |
| 8 | Vanguard Admiral Fds Inc | 50.4K | $6.30M | 1.9% | +21.2K | Added |
| 9 | Spdr S&P 500 ETF Tr | 8.5K | $5.52M | 1.6% | −55 | Reduced |
| 10 | Rivian Automotive Inc | 314.0K | $4.72M | 1.4% | 0 | Held |
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